Reference Guide to Wealth Management and Trust: Fiduciary and Trust Activities

The purpose of this guide is to acquaint you with the fundamentals of trust administration.

It is recommended for personal trust administrators, private bankers, portfolio managers, and other wealth advisors as a desk reference and as a study resource for the Certified Trust and Financial Advisor (CTFA) exam.

Topics covered include:

  • The fiduciary relationship, including fiduciary and investment powers and duties;
  • Trust administration, receipts, payments and distributions;
  • Opening and closing an account, including alteration or termination of the trust;
  • Regulatory and compliance requirements; and
  • Ethics

You can also order the complete set of Reference Guides to Wealth Management and Trust at a discounted price.​​

​For more information about this product, please contact ABA Member Services.


 Workbook Pricing


The 2018 guides are now available for pre-order, and will ship in February 2018 (Tax in March 2018).

$225 List Price
$165 ABA Members

Printed Workbook
$225 List Price
$165 ABA Members

*For eBook option, you will receive one email for each workbook within 24 hours with access instructions. To download and view, you will need to register your copies and download Adobe Digital Editions software. View supported eBook devices.​